Plan Snapshot
- Plan Sponsor: Clayton Health Systems, INC. Dba Union County General Hospital
- Sponsor EIN: 850442957
- Sponsor Address: 300 WILSON STREET, CLAYTON, NM, 88415
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 86 | $3.8M | $125,319 | $273,235 |
| 2023 | 78 | $3.3M | $124,642 | $260,245 |
| 2022 | 81 | $2.8M | $121,865 | $221,930 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $45,793 | — | $24,071 | — | — |
| 2023 | $20,996 | — | $20,996 | — | — |
| 2022 | $28,040 | — | $28,040 | — | — |